Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day.
Chapters:
00:00 AI Boom Meets Cooling Inflation and a Divided Fed
04:24 AI Monetization Keeps the Bull Market Alive — Keith Lerner, Truist Advisory Services
19:01 Trump Security Ruse Highlights Iran Regime Risk — Victoria Coates, Former Deputy National Security Advisor
29:22 Norway Wealth Fund CEO Nervous Despite Record Returns — Nicolai Tangen, Norges Bank Investment Management
41:56 CPI May Be a Better Inflation Gauge Than Core PCE — Veronica Clark, Citi Research
51:29 Haven’t Been Bullish Enough on Earnings — Edward Yardeni, Yardeni Research
1:07:00 Candidates and Campaigns Still Matter — Jessica Taylor, The Cook Political Report
1:18:32 AI Debt Financing Could Peak in 2027 — Amanda Lynam, Goldman Sachs
1:28:26 Fed Must Prove It’s Serious About Inflation — Patrick Harker, Former Philadelphia Fed President
1:40:37 AI Trade Still Vulnerable to Rotational Shocks — Alex Altmann, Barclays
1:52:00 Fed Should Get Rid of Forward Guidance — Jim Bianco, Bianco Research
2:01:06 US July Core CPI Rises 0.2%, Easing Pressure on Fed — Michael McKee
2:04:29 Fed Will Stay on Hold in September — Tiffany Wilding, PIMCO
2:17:34 ‘Teflon’ Inflation Won’t Stick — David Kelly, JPMorgan Asset Management
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